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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGM
301
Marshall Financial Group (Maryland)
Maryland
$1.12M +$30.4K +133 +3%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$1.12M +$22.8K +100 +2%
HSA
303
HBK Sorce Advisory
Pennsylvania
$1.09M +$480K +2,102 +78%
Rafferty Asset Management
304
Rafferty Asset Management
New York
$1.09M +$488K +2,136 +81%
NSIM
305
North Star Investment Management
Illinois
$1.07M – – –
DT
306
Diversified Trust
Tennessee
$1.06M -$361K -1,582 -25%
NB
307
Norinchukin Bank
Japan
$1.05M -$235K -1,029 -18%
AS
308
Altshuler Shaham
Israel
$1.04M -$495K -2,169 -32%
ADMI
309
Albert D. Mason Inc
Massachusetts
$1.04M +$2.05K +9 +0.2%
Commonwealth Equity Services
310
Commonwealth Equity Services
Massachusetts
$1.02M +$149K +654 +17%
CFB
311
Cullen/Frost Bankers
Texas
$1.01M +$120K +525 +14%
TIS
312
Tortoise Index Solutions
Kansas
$1M -$81.3K -1,311 -8%
OTPPB
313
Ontario Teachers' Pension Plan Board
Ontario, Canada
$989K +$349K +1,530 +55%
Wealthfront Advisers
314
Wealthfront Advisers
California
$985K -$29.7K -130 -3%
KC
315
Kenfarb & Co
Kentucky
$981K – – –
TCA
316
Tortoise Capital Advisors
Kansas
$973K +$33.1K +145 +4%
MLICM
317
Metropolitan Life Insurance Company (MetLife)
New York
$973K -$37.9K -166 -4%
Wealth Enhancement Advisory Services
318
Wealth Enhancement Advisory Services
Minnesota
$967K -$1.73M -7,435 -64%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$962K +$501K +2,194 +109%
PP
320
Prudential plc
United Kingdom
$961K +$518K +2,267 +117%
SIA
321
Schechter Investment Advisors
Michigan
$961K -$434K -1,900 -31%
AIM
322
Aigen Investment Management
New York
$940K +$940K +4,117 New
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$933K +$452K +1,979 +94%
DFC
324
DB Fitzpatrick & Co
Idaho
$933K -$366K -1,604 -28%
MYIA
325
Mount Yale Investment Advisors
Colorado
$931K -$21.2K -93 -2%
11 12
13
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